AEMV vs QQQ

AEMV vs QQQ

Which is better, AEMV or QQQ?

Mid Cap Value against Large Cap Growth.

QQQ has a lower expense ratio. AEMV is less concentrated, with 28.3% of the fund in its ten largest positions against 46.5%.

Lower Fees: QQQLess Concentrated: AEMV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAEMVQQQ
Expense Ratio0.38%0.18%Best
AUM-$483.5B
Dividend Yield0.00%0.44%
Holdings97107
YTD Return-2.20%+15.21%Best
1Y Return-+19.78%
3Y Return (annualized)-+24.58%
5Y Return (annualized)-+13.93%
Top 10 Weight28.3%Best46.5%
Fund FamilyHarbor FundsInvesco (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Growth
InceptionAug 26, 2026Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AEMV vs QQQ growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AEMV vs QQQ Performance

Harbor AlphaEdge Mid Cap Value ETF (AEMV) is an ETF from Harbor Funds and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, AEMV is down 2.20% versus a gain of 15.21% for QQQ.

Past performance does not guarantee future results.

Fees and Cost Over Time

AEMV charges 0.38% per year while QQQ charges 0.18%. On a $10,000 position that is $38 vs $18 annually, a gap of $20 per year that compounds over a long holding period. On income, AEMV currently yields 0.00% against 0.44% for QQQ.

Holdings Overlap

AEMV already in QQQ1.7%
QQQ already in AEMV0.6%

1.7% of AEMV's money is in holdings QQQ also owns. 0.6% of QQQ's money is in holdings AEMV also owns.

AEMV and QQQ share little of their money.

3 positions in common, counted across the 97 positions we hold weights for in AEMV and 102 in QQQ, against full books of 97 and 107.

What only one of them owns

Our book lists 93 positions for QQQ that do not appear in our book for AEMV (96.9% of the fund), and 88 for AEMV that do not appear in QQQ (94.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AEMVWeight in QQQDifference
DXCMDexcom Inc.0.84%0.14%0.70%
PYPLPaypay Holdings, Inc.0.52%0.22%0.30%
TERTeradyne Inc - Common0.36%0.27%0.09%

You are not choosing between two funds in isolation.

Whichever of AEMV and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AEMVQQQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AEMV or QQQ?

AEMV has an expense ratio of 0.38% while QQQ charges 0.18%. QQQ is the cheaper option, by $20 a year on a $10,000 investment.

What is the holdings overlap between AEMV and QQQ?

1.7% of AEMV's money is in holdings QQQ also owns. 0.6% of QQQ's is in holdings AEMV also owns. They hold 3 positions in common, counted across the 97 positions we hold weights for in AEMV and 102 in QQQ.

Which pays a higher dividend, AEMV or QQQ?

AEMV yields 0.00% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.

Is QQQ better than AEMV?

QQQ has a lower expense ratio. AEMV is less concentrated, with 28.3% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.